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The AI chip company’s stock has fallen from its post-IPO highs and is about to report quarterly results. SpaceX investors should take notice.

They haven't peaked yet.

Earlier this month, Rackspace Technology announced a phased agreement with AMD to deploy 30 MW of AMD AI compute across its global data centers through 2028, while approving a workforce realignment that will cut about 15% of its global staff and incur an estimated US$14.00 million to US$19.00 million in one-time charges during 2026. The company plans to redirect much of the expected US$75.00 million to US$85.00 million in annualized cost savings toward building governed enterprise AI...

President Donald Trump said in a ‌Truth Social post on ‌Thursday that Apple had agreed to ​work with Intel to design and build its chips in the United States. Intel had reached a ‌preliminary deal ⁠to make some chips for Apple, following discussions ⁠that went on for more than a year, the ​Wall Street ​Journal reported ​in May.

U.S. President Donald Trump said in a Truth Social post on Thursday that Apple has agreed ‌to work with Intel to design and manufacture its chips ‌in the United States. A partnership with Intel helps Apple diversify its manufacturing base ​as it seeks additional chip capacity. The iPhone maker relies heavily on TSMC, whose advanced production lines are in high demand from AI chipmakers such as Nvidia and AMD.

Rackspace Technology, Nebius Group, and Arm Holdings surged to 52-week highs amid growing Wall Street optimism and growth plans.

Rackspace Technology Inc. (NASDAQ:RXT) is one of the 10 Stocks Making Investors Richer. Rackspace Technology soared to a four-year high on Wednesday, extending a winning streak to a third consecutive day, as investors gobbled up shares after clinching a new 30 MW cloud computing deal with Advanced Micro Devices (AMD). In intra-day trading, Rackspace Technology […]

The chip giant's AI-fueled success is undeniable, but its soaring valuation is a stark reminder of the industry's notoriously cyclical past.

The chipmaker's premium price tag melts away when you look a few years out, but that discount depends on a major acceleration in growth.

SpaceX's record-setting IPO has investors rushing into space stocks. From Rocket Lab to AST SpaceMobile, here's how to separate the durable winners from the hype in a fast-growing $1 trillion market.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...

RBC Capital said the partnership with AMD could help Rackspace gain market share across healthcare, financial services, energy, and government sectors.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Debt-Free American Stocks to Invest In. On June 11, 2026, BofA raised the firm’s price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $560 from $500 and maintained a Buy rating on the shares. Following its analysis and recent industry discussions at the BofA […]

Sales and profit estimates for chip companies have moved higher, valuations have expanded—and volatility is picking up. What to do.

Bernstein’s calls highlight growing confidence in AI-driven server demand and next-generation CPU opportunities across the semiconductor sector.

Reports of stronger demand for Samsung's chipmaking services lifted semiconductor stocks tied to AI supply constraints.

Citi upgrades AMD stock to Buy, raises price target to $575, citing massive GPU sales potential at Meta and a booming agentic AI server CPU market worth over $137 billion.

Advanced Micro Devices, Inc. (NASDAQ:AMD) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. A caller inquired if they should buy the stock at $500 a share, and Cramer replied: Look, I like AMD too. I’m partial to NVIDIA, which has done […]

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."

Explosive AI demand, accelerating financial results, and growing market share suggest AMD's next leg higher could still be ahead.

Everyone is watching the company's AI accelerators, but a massive, under-the-radar shift in its oldest business could be the real story.

Broadcom's gross margin slips as semiconductor mix surges, but AI chip demand and 84% revenue growth keep momentum strong heading into the Q3 outlook.

Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.

A viral post says a $1,499 AMD box could break Nvidia's AI empire. The flows show money already leaving Nvidia stock for AMD.

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On June 3, OQC, JPMorganChase, and AMD announced a research collaboration to develop a dedicated Quantum-AI platform at a new data center in London. The initiative will integrate OQC’s GENESIS quantum system with AMD’s HPC and AI infrastructure. […]

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 275,000 Shares Valued at Approximately $92.93 Million Taiwan Semiconductor (NYSE:TSM) manufactures the physical chips designed by virtually every major semiconductor company […]

Nvidia stock is lagging behind the wider semiconductor sector as big customers face pressure to make their AI spending more efficient.

Investing.com -- Agentic artificial intelligence is triggering a fundamental shift in data center hardware demand, with server CPUs emerging as a major structural growth market, according to Bernstein in a note on Wednesday.

Bull and Foxconn have reached a significant milestone in their collaboration to advance AI infrastructure in Europe with the production of key components using the NVIDIA Vera Rubin NVL72 platform. This development marks a significant step in manufacturing AI systems in Europe, primarily processed at Foxconn's Czech facilities and completed at Bull’s plant in France. Designed to cater to demanding AI workloads, these systems aim to support cloud providers and AI factories across Europe. The...

FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.